South Shore Capital Advisors, LLC
South Shore Capital Advisors, LLC is an SEC-registered ria in Cohasset, MA with $272.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns South Shore Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142915, SEC 801-96332, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $272.8M (2026-03-06)
- Firm type
- Ria
- Location
- Cohasset, MA
- Employees
- 3
- Clients
- 96
- CRD
- 142915
- Ownership
- THOMAS, TAYLOR, GOODWIN; THOMAS, LOWELL, SHUMWAY; THOMAS, TAYLOR, G; APPLETON, CAITLIN, STAUNTON
How much AUM does South Shore Capital Advisors, LLC have?
South Shore Capital Advisors, LLC reported $272.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns South Shore Capital Advisors, LLC?
Disclosed owners and executives of South Shore Capital Advisors, LLC include THOMAS, TAYLOR, GOODWIN, THOMAS, LOWELL, SHUMWAY, THOMAS, TAYLOR, G, APPLETON, CAITLIN, STAUNTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.